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TD Wealth Manages District PFM Investment Account

Lake Worth Drainage District logoLake Worth Drainage District
Document date
Jan 31, 2024

The 30-second brief

What it covers

Lake Worth Drainage District utilizes a TD Wealth PFM-managed account to invest surplus funds, with nearly $24.1 million in value and recorded investment gains through January 31, 2024. The report reflects an ongoing investment management relationship.

Who holds it

Td Wealth holds this financial services contract with Lake Worth Drainage District. Its other public contracts on record include work for Greencastle-Antrim SD and Town of Kingsville.

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Contract details

Contract type
Financial Services
Document date
January 31, 2024
Vendor
Td Wealth
Agency
Lake Worth Drainage District
Source document
lake-worth-drainage-district-monthly-financial-statements-january-2024_191.pdf (Report)

Td Wealth's other public contracts

Greencastle-Antrim SD, PennsylvaniaDistrict Approves TD Wealth Bond Interest Payment · Oct 20, 2026$288.4KGreencastle-Antrim SD, PennsylvaniaTD Wealth Bond Account Payment Presented · Oct 1, 2026$1.1KTown of Kingsville, CanadaBIA Notes TD Wealth Ribbon Cutting · Aug 17, 2026UndisclosedTown of Portsmouth, Rhode IslandTD Wealth Presents Portsmouth Investment Strategy · Jul 27, 2026UndisclosedLawrence Union Free School District, New YorkTD Wealth Approved as Funds Depository · Jul 14, 2026UndisclosedAll Td Wealth contractsVendor profile

More Lake Worth Drainage District contracts

Mark a Perry, PaLegal Services Agreement Extension Considered for Mark Perry · Sep 16, 2026UndisclosedBoca Raton Executive Country Club CorpDrainage Service Agreement Recommended for Hidden Valley · Sep 16, 2026UndisclosedPFMPFM To Transition District Investment Portfolio Benchmark · Aug 12, 2026UndisclosedCIGNADistrict Renews Medical Insurance Coverage With Cigna · Aug 12, 2026UndisclosedSTANDARDDistrict Renews Dental Vision And Disability Coverage · Aug 12, 2026UndisclosedAll Lake Worth Drainage District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Lake Worth Drainage District?

Td Wealth was awarded this financial services contract by Lake Worth Drainage District, as recorded on January 31, 2024.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in lake-worth-drainage-district-monthly-financial-statements-january-2024_191.pdf (Report), dated January 31, 2024 from Lake Worth Drainage District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Td Wealth hold?

Td Wealth may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Lake Worth Drainage District currently buying?

Explore Lake Worth Drainage District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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